WCMOX Mutual Fund

NAV$13.91

Returns Overview

1 Month
-7.33%
3 Months
+1.38%
6 Months
-0.43%
YTD
+7.58%
1 Year
+21.96%
3 Years (annualized)
+21.02%
5 Years (annualized)
+5.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WCMOX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+7.58%
Peer Avg (YTD)
+9.16%
vs Peers
-1.58%

WCMOX Mutual Fund Performance

WCMOX performance across multiple time periods: 1-month -7.33%, YTD 7.58%, 1-year 21.96%, 3-year 21.02%, 5-year 5.82%.

WCMOX returns trail the peer average of 9.16% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

WCMOX performance comparison shows side-by-side returns with another fund. WCMOX alternatives are available in the Mutual Fund Screener.